new consultant training november 28 & 29, 2012
DESCRIPTION
NEW CONSULTANT TRAINING November 28 & 29, 2012. Barbara Palmer Director. Rick Scott Governor. Welcome and Introductions. Ivonne Gonzalez Training and Outreach Coordinator Submit questions throughout this presentation to: [email protected]. - PowerPoint PPT PresentationTRANSCRIPT
![Page 1: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/1.jpg)
NEW CONSULTANT TRAINING November 28 & 29, 2012
Barbara PalmerDirector
Rick Scott Governor
![Page 2: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/2.jpg)
Welcome and Introductions
Ivonne Gonzalez
Training and Outreach Coordinator
Submit questions throughout this presentation to: [email protected]
2
![Page 3: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/3.jpg)
Training Objectives•Identify the Five Principles of Self Determination
•Describe the roles and responsibilities of Participant, Representative, Consultant, Area and State Office
•Describe different provider types
•Demonstrate how to write a Purchasing Plan
•Describe how to properly manage your CDC+ Budget
•Demonstrate how to Reconcile the account
3
![Page 4: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/4.jpg)
• The Developmental Disabilities Medicaid Waivers Consumer-Directed Care Plus Program Coverage, Limitations and Reimbursement Handbook (CDC+ Rule Handbook)
• Participant Notebook
• Appendix to Handbook & Participant Notebook
CDC+ Tools
4
![Page 5: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/5.jpg)
5
•In 2000- Consumer-Directed Care(CDC)- Pilot Program•Demonstration phase January 2004 (CDC+)•Permanent Program March 2008, authorized by Medicaid through the 1915j State Plan Amendment•Expansion Fall 2009•2500 new participants•Training and enrollment
•CDC+ Rule•Adopted as of 11/12/12 -Any changes that occur will be shared
CDC+ History
5
![Page 6: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/6.jpg)
What is CDC+
•Long-term care program alternative
•Based on principles of Self-Determination and Person-Centered Planning
•Provides opportunities to improve quality of life
6
![Page 7: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/7.jpg)
Self-Determination and Person Centered Planning
Person-Centered Planning
Principles of Self-DeterminationFreedomAuthoritySupportControlResponsibility
7
![Page 8: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/8.jpg)
CDC+ Eligibility and Enrollment Requirements
•Enrolled in the DD/HCBS waiver
•Able to direct own care
•Live in family or own home
8
![Page 9: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/9.jpg)
• Tier Waiver to iBudget by (July 1, 2013)
• Authorized iBudget funds determine CDC+ Monthly Budget
• CDC+ participants will still manage their iBudget funds in accordance with the CDC+ Rule Handbook
More information regarding iBudget on iBudgetFlorida.org
iBudget Transition
9
![Page 10: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/10.jpg)
•Participant
•CDC+ Representative
•Consultant
•Area Liaison
•State Office
Roles and Responsibilities
10
![Page 11: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/11.jpg)
Role of Participant (when representative not selected)
•Authorized signer
•Decision maker
•Employer
•Develops Purchasing Plan
11
![Page 12: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/12.jpg)
Role of Participant, continued
•Maintains accurate and complete records
•Spends CDC+ budget responsibly
•Complies with training and monitoring requirements
•Develops Emergency Backup Plan (CDC+ Rule Handbook pg 3-3)
12
![Page 13: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/13.jpg)
•Same role as Participant
•Unpaid Advocate; at least 18 years of age
•Readily available to Participant and Consultant
•Responsible for appropriate use of public money
Role of CDC+ Representative,
13
![Page 14: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/14.jpg)
•Be a Waiver Support Coordinator in good standing
•Complete CDC+ New Consultant Training
•Pass Readiness Review
•Enroll as a Medicaid provider for consultant services
•Complete CDC+ registration forms
•Sign Memorandum of Agreement
Consultant Requirements
14
![Page 15: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/15.jpg)
•Waiver Support Coordinator
•Complies with training and monitoring requirements
•Sign a participant/consultant agreement
•Provides on-going technical assistance
Role of Consultant
15
![Page 16: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/16.jpg)
•Reviews and signs off on CDC+ documents
•Responsible for appropriate use of public money
Role of Consultant, continued
16
![Page 17: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/17.jpg)
•Develops and updates support plan
•Ensures cost plan is updated
•Monitors and reviews participant account activity
•Ensures Medicaid eligibility
Role of Consultant, continued
17
![Page 18: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/18.jpg)
Role of Consultant, continued
•Keeps active contact with ParticipantMonthly – by phone or in personAnnually – two face-to-face per year
•Completes monthly review documentation
•Communicates effectively with Area Liaison
18
![Page 19: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/19.jpg)
•Authorizes CDC+ Budget•Reviews Purchasing Plans•Facilitates employee background screening •Liaison between participant, consultant, and State office
Role of Area Liason
19
![Page 20: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/20.jpg)
•Administers CDC+ Program•Develops policies•Approves CDC+ Monthly Budget•Develops and provides training•Provides Customer service
Role of State Office
20
![Page 21: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/21.jpg)
•Provides Quality assurance
•Assigns Provider ID Numbers
•Pays service claims and employer taxes
•Sends monthly statements
•Monitors consumer spending
Role of State Office, continued
21
![Page 22: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/22.jpg)
Quality Assurance Requirement•Consultant
•Participant Person Centered ReviewProvider Discovery Review
22
![Page 23: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/23.jpg)
Steps for CDC+ Participant Enrollment
•Expresses interest
•Completes training
•Passes Readiness Review
23
![Page 24: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/24.jpg)
•Application Packet•2 page application document•Cost plan service authorization summaries•Budget calculation worksheet
•Enrollment Packet•8821 – IRS •2678 – IRS•Fiscal Informed Consent
Steps for CDC+ Participant Enrollment, continued
24
![Page 25: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/25.jpg)
•Area calculates monthly budget
•Participant chooses supports and services
•Participant interviews potential providers
•Providers complete background screening requirements
Steps for CDC+ Participant Enrollment, continued
25
![Page 26: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/26.jpg)
•Participant develops and submits purchasing plan; CDC+ approves plan
•Participant completes and submits employee and vendor packets; CDC+ issues provider ID’s
•Participant begins self directing supports and services
Steps for CDC+ Participant Enrollment, continued
26
![Page 27: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/27.jpg)
Calculating the Monthly Budget•Budget calculation worksheet – Participant Notebook Appendix D(3)
•Current approved DD/HCBS Waiver Cost Plan
•Discount rate- 8%
•Administrative fee- 4% or max amount of $160.00
27
![Page 28: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/28.jpg)
Calculating the Monthly Budget, continued
•PCA for children under 21 (use different Budget Calculation Worksheet) paid through Medicaid State Plan-(procedure code S9122TJ)
•STE-Short Term Expenditure & OTE-One Time Expenditure
•Consultant fee is not part of monthly budget (billed directly through FMMIS) 28
![Page 29: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/29.jpg)
ServiceTotal Cost Plan Amt
Number of
months Monthly Cost
Plan
PCA $ 7,200.00 12 $ 600.00 Respite $ 8,870.40 12 $ 739.20 PT $ 5,340.80 12 $ 445.07 Trans $ 8,049.60 12 $ 670.80
ST $ 3,204.98 12 $ 267.08CMS $ 372.40 12 $ 31.03
Total $ 33,038.18 $ 2,753.18 $ 2,753.18 If more than $4,000.00, use $160 for fees Take the percentages of Col D Total 0.92 0.04 If less than $4,000, use 4% calculation for fees
$ 2,532.93 $ 110.13 $ (160.00)
This is the CDC+ Monthly Budget $ 2,372.90
Consultant services or funds for either OTEs or STEs are not included in the calculation of the monthly budget
$ 2,753.18 0.92 $ 2,532.93 $ (110.13)
This is the CDC+ Monthly Budget $ 2,422.80
29
![Page 30: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/30.jpg)
What, when, who, where and how support & services will be provided that best meet their needs & goals•Setting Priorities
•CDC+ Program Services (CDC+ Rule Handbook Chapter 4)
•Restricted or Unrestricted (CDC+ Rule Handbook pgs. 4-3, 4-4)
•Allowable purchases (CDC+ Rule Handbook pgs.1-5, 3-8)
•Unallowable purchases (CDC+ Rule Handbook pgs.1-19, 3-9)
Participant Controls
30
![Page 31: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/31.jpg)
•Every service contains a definition to include: Descriptions, limitations, special conditions, provider qualifications and service type. (CDC+ Rule Handbook Chapter 4)
•Service codes and abbreviations can be found in the Service Code Chart
CDC+ Program Services
31
![Page 32: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/32.jpg)
CDC+ SERVICE CODE CHART
RESTRICTED SERVICESService Name Abbreviation Service Code
Adult dental services DENT 03Behavior Analysis Services BT 06Behavior Analysis Assessment BTA 06ABehavioral Assistant Services BTS 08Dietitian Services DIET 12Occupational Therapy OT 29Occupational Therapy Assessment OTA 29APhysical therapy PT 38Physical Therapy Assessment PTA 38APrivate Duty Nursing/LPN PDL 49Private Duty Nursing/RN PDR 50Respiratory Therapy RT 45Respiratory Therapy Assessment RTA 45ASkilled Nurse/LPN SNL 47Skilled Nurse/RN SNR 48
Specialized Mental Health Services/ Therapy and Assessment MHT 51
Speech Therapy ST 53Speech Therapy Assessment STA 53AEnvironmental Modification Assessment ENVA 14ADurable Medical Equipment and Supplies EQUIP 83Environmental Modifications ENV 14Vehicle Modification VMOD 80
UNRESTRICTED SERVICESService Name Abbreviation Service Code
Adult Day Training ADT 02Advertizing ADV 89Seasonal Camp CAMP 85Companion Services COMP 11Consumable Medical Supplies CMS 63Supported Employment EMP 55Gym Membership GYM 88In-Home Supports IHS 22Over-The-Counter Medications OTC 65Personal Care Assistance PCA 32Personal Emergency Response System (PERS) PERS 33PERS Installation PERSI 33AParts and Repairs Therapeutic or Adaptive Equipment PARTS 82Residential Habilitation Services RHAB 43Respite Care- Day RSPD 58Respite Care- Hour RSPH 46Supported Living Coaching SLC 56Specialized Training TRNG 61Transportation TRAN 60Other Therapies XTHER 39
FOR CONSUMERS PARTICIPATING IN THE FLORIDA FREEDOM INITIATIVE (FFI) ONLY
Service Name Abbreviation Service CodeMicroenterprise MICRO 75FVehicle VEH 70F
32
![Page 33: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/33.jpg)
•Directly Hired Employee (DHE)
•Agency/Vendor (A/V)
•Independent Contractor (IC)
Provider Types
33
![Page 34: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/34.jpg)
•Identify service/support being purchased
•Type of provider needed•Provider requirements
•Hiring packet – (Appendix E of the Notebook)
How to Find, Hire and Manage Providers?
34
![Page 35: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/35.jpg)
Background ScreeningsLevel 2 for all providers listed on a Purchasing PlanValid for 5 years- provided there is not a break in service of 90 days or more.
How to Find, Hire and Manage Providers, continued
Employee Packets- (Appendix G Notebook)
Vendor Packets- (Appendix H Notebook)
35
![Page 36: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/36.jpg)
•The Participant decideswhat will be done and create job descriptionhow services will be performedthe hours per week/month workedhourly rate of pay (negotiable)
Companion- only service exempt from minimum wage requirements
•The Participant mustreview, approve, & submit timesheetbudget for applicable employer taxes
Directly Hired Employee Services
36
![Page 37: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/37.jpg)
•A person or business that provides services/supports
•Participant controls/directs only the result of work performed, and not the means and methods of accomplishing the result
•Participant pays from submitted invoice
•No Taxes withheld or paid
Agency/Vendor and Independent Contractor
37
![Page 38: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/38.jpg)
Hiring an A/V, IC or DHEAgency/Vendor (A/V) or
Independent Contractor (IC)
• Vendor/Independent Contractor Information Form
• Internal Revenue Service (IRS) Form W-9
• Background Screening Letter
Directly Hired Employee
• Employee Information Form
• Internal Revenue Service (IRS) Form W-4
• Department of Homeland Security (DHS) Form I-9
• Background Screening Clearance Letter
• Optional- Direct Deposit Form (EFT)- include a copy of a pre-printed voided check
38
![Page 39: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/39.jpg)
Purchasing Plan – Appendix E
•Describes how CDC+ monthly budget will be spent to meet needs and goals
Authorizes services/supports Authorizes providers
•Developed by Participant or RepresentativeConsultant may provide technical assistance
and guidance (CDC+ Rule Handbook Appendix E)
39
![Page 40: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/40.jpg)
Person Responsible
Activity Due Date
Participant(Representative)
Complete Purchase Plan; submit to Consultant
By the 5th of the month
Consultant Review and sign; submit to Area Liaison
By the 10th of the month
Area Liaison Review and sign; submit to State Office
By the 20th of the month
Purchasing Plan – Timelines
40
![Page 41: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/41.jpg)
Purchasing Plan Types
•New Purchasing Plan
•Purchasing Plan Change
•Purchasing Plan Update
•Quick Update
41
![Page 42: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/42.jpg)
•One Time Expenditure- 100% of authorized amount - only 3 services:•Equipment/Devices DME•Environmental Modifications•Vehicle Modifications
•Short Term Expenditure-Services authorized in waiver cost plan that are approved for 6 months or less, or are periodic in nature – ex. Dental, Assessments
OTE/STE Expenditure
42
![Page 43: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/43.jpg)
•Restricted Services-requires a licensed provider, 92% of the units of measure that are approved in the Cost Plan must be utilized
•Unrestricted services-services and supports that a CDC+ Participant may purchase provided the service meets needs and goals as identified in the support plan.
Restricted/Unrestricted Services
43
![Page 44: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/44.jpg)
Critical Services •Critical Services- require two emergency backup providers who are ready and able to drop everything and come to work as an emergency backup, ex. PCA
44
![Page 45: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/45.jpg)
Navigating the Template
45
![Page 46: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/46.jpg)
Purchasing Plan Sections
The CDC+ Purchasing Plan consists of:Page 1 – Section A – Basic Information
Page 2 – Section B – Needs and Goals
Page 3 – Section C.1 and C.2 – Services and Supplies
Page 4 – Section D – Cash
Page 5 – Sections E and F – Savings Plan and OTEs/STEs
Page 6 – Budget Summary and Signatures
46
![Page 47: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/47.jpg)
Purchasing Plan Instructions
• Open blank Purchasing Plan • Follow along slide by slide• Reference tools
47
![Page 48: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/48.jpg)
CDC+ Purchasing PlanPage 1 - Top
Provide the required information
48
![Page 49: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/49.jpg)
Purchasing Plan - Page 1
Section A – Participant Information
49
![Page 50: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/50.jpg)
Purchasing Plan - Page 1
Section A – Participant Information (continued)
50
![Page 51: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/51.jpg)
Purchasing Plan - Page 1
Section A – Reason for Submitting Purchasing Plan
51
![Page 52: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/52.jpg)
Purchasing Plan - Page 1
Section A – Reason for Submitting Purchasing Plan (continued)
52
![Page 53: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/53.jpg)
Purchasing Plan - Page 1
Section A – Reason for Submitting Purchasing Plan (continued)
53
![Page 54: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/54.jpg)
Purchasing Plan - Page 2
Section B – Needs
54
![Page 55: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/55.jpg)
Purchasing Plan - Page 2
Section B – Needs – Column 1
55
![Page 56: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/56.jpg)
Purchasing Plan - Page 2
Section B – Needs – Column 2
56
![Page 57: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/57.jpg)
Purchasing Plan - Page 2
Section B – Needs – Column 2 (continued)
57
![Page 58: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/58.jpg)
Purchasing Plan - Page 2
Section B – Needs – Column 3
58
![Page 59: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/59.jpg)
Purchasing Plan - Page 2
Section B – Needs – Column 3
59
![Page 60: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/60.jpg)
Purchasing Plan - Page 3
Section C.1 – Budget Details – Services
60
![Page 61: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/61.jpg)
Purchasing Plan - Page 3
Section C.1 – Budget Details – Services (continued)• Direct Hire Employee (DHE) provider relationship numbers:
1 = Parent or step-parent 2 = Participant’s child or stepchild under age 21 3 = Spouse
4 = Person under 18 currently in high school (not participant’s child or stepchild) 5 = All others
61
![Page 62: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/62.jpg)
Purchasing Plan - Page 3
Section C.1 – Budget Details – Services (continued)
62
![Page 63: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/63.jpg)
Purchasing Plan - Page 3
Section C.1 – Budget Details – Services (continued)
63
![Page 64: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/64.jpg)
Purchasing Plan - Page 3
Section C.1 – Budget Details – Services – EBU Added Cost
64
![Page 65: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/65.jpg)
Purchasing Plan - Page 3
Section C.1 – Budget Details – Services – Totals
65
![Page 66: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/66.jpg)
Purchasing Plan - Page 3
Section C.2 – Budget Details – Supplies• Only two (2) supply types can be listed:
CMS – Consumable Medical Supplies (63) NUTR – Nutritional Supplements (66)
66
![Page 67: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/67.jpg)
Purchasing Plan - Page 3
Section C.2 – Budget Details – Supplies (continued)• List all supply providers and detailed descriptions for each supply including quantity
Examples: Adult Large Diapers (96)
Adult Large Diapers (96), 1 case Wipes (6), 2 boxes Bed Pads (24) = 1 unit
67
![Page 68: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/68.jpg)
Purchasing Plan - Page 3
Section C.2 – Budget Details – Supplies (continued)
68
![Page 69: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/69.jpg)
Purchasing Plan - Page 3
Section C.2 – Budget Details – Supplies (continued)
69
![Page 70: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/70.jpg)
Purchasing Plan - Page 4
Section D – Budget Details – Purchases to be made with Cash • Only four (4) service codes can be purchased with cash:
TRANS – Transportation (60) CMS – Consumable Medical Supplies (63)
NUTR - Nutritional Supplements (66) OTC – Over-the Counter Medications (65)
70
![Page 71: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/71.jpg)
Purchasing Plan - Page 4
Section D – Budget Details – Cash Purchases (continued)
71
![Page 72: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/72.jpg)
Purchasing Plan - Page 4
Section D – Budget Details – Cash Purchases – Total
72
![Page 73: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/73.jpg)
Purchasing Plan - Page 5
Section E – Savings Plan – Authorizations for Use of Accumulated, Unrestricted Funds
73
![Page 74: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/74.jpg)
Purchasing Plan - Page 5
Section E – Savings Plan – Authorizations for use of Accumulated, Unrestricted Funds (continued)
74
![Page 75: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/75.jpg)
Purchasing Plan - Page 5
Section E – Savings Plan – Authorizations for use of Accumulated, Unrestricted Funds (continued)
75
![Page 76: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/76.jpg)
Purchasing Plan - Page 5
Section E – Savings Plan – Authorizations for use of Accumulated, Unrestricted Funds (continued)
76
![Page 77: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/77.jpg)
Purchasing Plan - Page 5
Section E – Savings Plan – Authorizations for use of Accumulated, Unrestricted Funds (continued)
77
![Page 78: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/78.jpg)
Purchasing Plan - Page 5
Section E – Savings Plan – Authorizations for use of Accumulated, Unrestricted Funds (continued)
78
![Page 79: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/79.jpg)
Purchasing Plan - Page 5
Section F – Budget Detail – One Time and Short Term Expenditures
79
![Page 80: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/80.jpg)
Purchasing Plan - Page 5
Section F – Budget Detail – OTEs and STEs (continued)
80
![Page 81: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/81.jpg)
Purchasing Plan - Page 5
Section F – Budget Detail – OTEs and STEs (continued)
81
![Page 82: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/82.jpg)
Purchasing Plan - Page 5
Section F – Budget Detail – OTEs and STEs (continued)
82
![Page 83: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/83.jpg)
Purchasing Plan - Page 5
Section F – Budget Detail – OTEs and STEs (continued)
83
![Page 84: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/84.jpg)
Purchasing Plan - Page 6
Budget Summary
84
![Page 85: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/85.jpg)
Purchasing Plan - Page 6
Budget Summary (continued)
85
![Page 86: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/86.jpg)
Purchasing Plan - Page 6
Signatures – Participant or CDC+ Representative
86
![Page 87: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/87.jpg)
Purchasing Plan - Page 6
Signatures – Consultant
87
![Page 88: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/88.jpg)
Purchasing Plan - Page 6
Signatures – APD Staff
88
![Page 89: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/89.jpg)
Purchasing Plan - Page 6
Signatures – APD Staff (continued)
89
![Page 90: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/90.jpg)
Purchasing PlanSubmission Process
Participant Responsibilities:• Double-check all information• Minimum six (6) completed pages• Submit all required paperwork• Retain copies• Submit by 5th of the month
90
![Page 91: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/91.jpg)
Purchasing PlanSubmission Process
Consultant Responsibilities:• Review for accuracy• Signs the Purchasing Plan• Submit by 10th of the month
91
![Page 92: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/92.jpg)
Purchasing PlanSubmission Process
Area Office Responsibilities:• Review for accuracy and signatures• Ensures all documents enclosed• Submit by 20th of the month
92
![Page 93: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/93.jpg)
Purchasing PlanApproval Process
CDC+ Central Office:• Reviews submitted documents
• Returns if revisions are needed
• Approves and processes documents
• Assigns provider identification (ID) numbers
• Contacts new participant with ID numbers and start date
• Provides approved Budget Summary copy
93
![Page 94: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/94.jpg)
Developing a Purchasing PlanGROUP ACTIVITY
• Developing a Purchasing Plan using a Training Scenario• Developing a Quick Update• Signing off on both
94
![Page 95: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/95.jpg)
Getting Claims Paid
•Directly Hired Employees•Time Sheets –(CDC+ Rule Handbook Appendix G-2)
•Vendors (AV, IC)•Invoice•Must be tracked – (Participant Notebook Appendix K (3,4)
•Rep Reimbursements (Savings, OTE/STE)•Receipt•Must be tracked – (Participant Notebook Appendix K (6)
95
![Page 96: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/96.jpg)
•Bi-weekly payroll •Pay Schedule – (CDC+ Notebook Appendix O (4))
•CDC+ work week (12:00am midnight Monday - 11:59pm Sunday)
•Payroll submission•Secure Payroll System – Web based•Interactive Voice Response – IVR•Call in – Customer Service
Getting Claims Paid, continued
96
![Page 97: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/97.jpg)
Managing Monthly Budget
•Spend within CDC+ Monthly BudgetUse Calendar – Participant Notebook Appendix O (2)
Spend consistent with Purchasing Plan
•OvertimeNot good use of funds
•Reconcile Monthly Statements •Participant Notebook Appendix M (2)•Track current account balance between statements
97
![Page 98: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/98.jpg)
Budget Mismanagement
•Budget mismanagement will lead to either
Corrective Action Plan (CAP) orNot “entitled” to a CAP before other sanctions can occur
Disenrollment and return to the Waiver
98
![Page 99: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/99.jpg)
Overspending
•Purchasing supports or services greater than the amount that is authorized
•Insufficient funds in a consumer’s account result in claims being held until additional funds become available.
•Once held, claims will be reviewed in the following order: timesheets, invoices, reimbursements and cash payments
99
![Page 100: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/100.jpg)
•A tool to assist participants or representatives to correct problems with mismanagement of the program as required by the 1915j State Plan Amendment.
•Developed and signed by participant and consultant
•To be developed immediately when participant/representative:• Purchases inconsistently with the approved Purchasing Plan• Overspends•Does not produce receipts upon request•Puts health and safety at risk
Corrective Action Plan (CAP) Appendix N,
100
![Page 101: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/101.jpg)
Corrective Action Plan (CAP), continued
The CAP plan addresses
WHAT has happened/caused the problemHOW the participant/representative plan to correct the problemWHEN the problem will be correctedWHO is responsible for each step
101
![Page 102: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/102.jpg)
•Voluntarily or involuntarily
•CDC+ Participant Information Update Form – (Participant Notebook Appendix D(XV11)
•CDC+ Account Close-Out Procedure- (Participant Notebook Appendix M(3)
Disenrollment from CDC+
102
![Page 103: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/103.jpg)
Closing Activities
Final Q and A’s
Readiness Review
Evaluations
103
![Page 104: NEW CONSULTANT TRAINING November 28 & 29, 2012](https://reader038.vdocuments.site/reader038/viewer/2022110213/5681442c550346895db0c4d9/html5/thumbnails/104.jpg)
Thank you
Ivonne [email protected]
850-417-8270
CDC+ Customer Service1-866-761-7043
CDC+ Website http://apdcares.org/cdcplus/ 104